Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$2.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$92.6M
2
+$57.3M
3
+$44.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$40.6M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$30.6M

Top Sells

1
+$50.5M
2
+$41.1M
3
+$28.4M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$22.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$19.7M

Sector Composition

1 Technology 8.95%
2 Consumer Discretionary 4.49%
3 Healthcare 4.47%
4 Financials 4.27%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$907K 0.01%
15,695
-929
1177
$905K 0.01%
18,026
+3,922
1178
$904K 0.01%
8,440
+1,439
1179
$904K 0.01%
117,438
-46,429
1180
$903K 0.01%
+6,193
1181
$902K 0.01%
9,746
+408
1182
$902K 0.01%
43,765
+19,190
1183
$901K 0.01%
16,201
+6,241
1184
$898K 0.01%
19,582
+118
1185
$898K 0.01%
26,126
+17,052
1186
$897K 0.01%
46,165
-3,165
1187
$897K 0.01%
68,271
-8,695
1188
$895K 0.01%
50,258
+12,772
1189
$892K 0.01%
39,172
-1,235
1190
$892K 0.01%
24,539
+507
1191
$891K 0.01%
37,364
+8,975
1192
$886K 0.01%
39,411
+2,942
1193
$885K 0.01%
16,109
-238
1194
$885K 0.01%
17,877
-2,080
1195
$884K 0.01%
17,920
+1,596
1196
$883K 0.01%
21,538
-3,168
1197
$878K 0.01%
7,555
+836
1198
$877K 0.01%
35,230
+940
1199
$876K 0.01%
16,472
-807
1200
$876K 0.01%
122,772
-22,385
46 47
48
49 50